Financial Advisor
CCR Wealth Management
Job Description
Job Description
CCR Wealth Management, a nationally recognized and award-winning firm, has an immediate opening for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you!
Founded in 1998, CCR Wealth Management is a thriving independent wealth management firm with offices in 6 states and headquartered in Westborough, MA. We’ve earned distinguished industry accolades and take pride in our commitment to giving back to our community, supporting charities and organizations that matter most to our team.
Our firm fosters a collaborative and fulfilling workplace culture, with a team of seasoned professionals. We offer a competitive salary, excellent benefits and a dynamic environment designed for professionals eager to take the next step in their careers.
Who You Are
- Dedicated and client-focused financial professional looking for the next step in your career
- Thrive in a team-oriented environment
- Eager to build relationships, deliver expert financial guidance, and eventually become the lead advisor for both new and existing clients
- Highly organized, proactive, solution-oriented
- Motivated to grow within a supportive and dynamic firm
Responsibilities
- Work closely with senior advisors to support and manage their client relationships
- Cultivate relationships with prospective clients and leverage our expansive referral networks to drive business growth
- Develop a pipeline of new business through networking, prospecting, and centers of influence
- Provide exceptional service and financial guidance, ensuring clients receive personalized strategies tailored to their goals
- Conduct regular client meetings to review portfolios and identify opportunities in investment, retirement, estate, tax, and insurance planning
- Stay ahead of market trends and proactively recommend strategies that align with clients’ evolving financial needs
Qualifications
- 5-10 years of relevant industry experience in wealth management and/or financial planning
- Strong interpersonal and communication skills to build trust and lasting client relationships
- The ability to translate complex financial concepts into clear, actionable guidance for clients
- A proven track record of business development and client network expansion
- Bachelor’s degree from a nationally recognized institution
- Series 7 and 63 (or 65 and 66) required
- Clean U-4 record
- Life/Health/Variable Annuity licenses preferred
- CFP ® designation strongly preferred or the ability to obtain it within a designated timeframe
Vacancy posted 19 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Westborough, MA vacancy
$90k - $120k
...Company Overview: A US-based wealth management firm offering comprehensive investment advisory services is seeking a Financial Advisor to join their team and support a lead Financial Advisor in servicing an existing client base. Job Responsibilities: Support the...SuggestedLanding Point
Westborough, MA1 day ago- ...independent wealth management firm committed to providing comprehensive financial guidance with integrity, clarity, and care. Since our founding... ...support Opportunities for advancement into a lead advisor role Job Details Financial Advisor Opportunity Location...SuggestedLocal area
Jobot
Westborough, MA21 hours ago $75k - $150k
...About the Company THE WELL LinkedIn Post We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM. About the Role We are hiring experienced Financial...SuggestedLocal areaRemote workRelocationThe Well
Worcester, MA2 days ago- ...Financial Advisor This role can be hybrid remote depending on proximity to an office location. Company: Eagle Strategies Build More Than a Book of Business. Build a Planning-Centered Practice. At Eagle Strategies, we believe exceptional financial advice...SuggestedFull timeContract workFor contractorsWork at officeRemote work
Eagle Strategies
Worcester, MA9 hours ago $150k
...Position: Financial Advisor Locations: Denver, CO | Phoenix, AZ | Remote About AQI Gallacher Capital (GC) dba Forward Wealth Founded in 1991, Gallacher Capital is a comprehensive wealth management advisory firm committed to empowering advisors through...SuggestedWork at officeRemote workJobrapido
Worcester, MA21 hours ago$110k - $125k
Job title: Financial Advisor Location: Chapel Hill, NC Status: Hybrid (2 days in office/week, Tuesday required) Compensation: $110,000 - $125,000 We are a comprehensive financial planning firm in Chapel Hill, NC. We provide personalized wealth management for executives...Full timeWork at office2 days per week$100k - $125k
...Associate Financial Advisor Location: Worcester, MA Compensation: $100,000 to $125,000 + bonus Status: Full time, hybrid We are an independent, fee-based investment advisory firm that specializes in active management and capital preservation for high...Full timeWork at officeTranscend Practice Management
Worcester, MA21 hours ago$150k
...Job Description Job Description Estate & Retirement Financial Advisor Outside Advisor | Pre-Set Appointments | No Prospecting | Commission-Based, $150K+ Potential Tired of paying for leads, running seminars, or chasing paperwork? This opportunity is built for...Night shiftUnited Placement Group
Worcester, MA11 days ago- ...Join Equitable Advisors: A Pathway to Possibilities and Positive Impact Are you ready to make a real difference in peoples lives... ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can...Work experience placementLocal areaRemote workFlexible hours
Equitable Advisors LLC
Worcester, MA2 days ago $25 - $30 per hour
...Education Level: High School/GED, Salary Range: $25.00 - $30.00 Hourly, Travel Percentage: None, Job Shift: Evenings, JOIN OUR TEAM AS A FINANCIAL COUNSELOR! Competitive Pay + Monthly Bonus opportunity! Your Work Matters How will you make a difference? The Financial...Hourly payFull timeWork at officeFlexible hoursShift workAfternoon shiftHospital for Behavioral Medicine
Worcester, MA21 hours ago$75k - $150k
...helping our clients discover top talent. We are recruiting for a Financial Consultant. Candidates must be located in the Syracuse, NY... ...level of trust and confidence with our client to serve as the main advisor for their wealth management needs. Discuss client investment...Remote workJobrapido
Worcester, MA21 hours ago- ...Job Description Job Description We are seeking a Registered Representative/ Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals. Responsibilities: Advise clients on...
- Für unseren GeschäftsbereichRisk & Regulatory suchen wir dich zum nächstmöglichen Zeitpunkt als Consultant IT-Compliance Financial Services (w/m/d).Das erwartet dichRisk FS - Als Teil unseres Teams im Bereich Risk FS arbeitest du mit hochqualifizierten Fachleuten zusammen...Full timeHome office
PwC
Berlin, MA5 days ago $18.76 - $29.96 per hour
## Financial Counselor-MSHARApply: On-site (100% Onsite): Marlborough, MA: Full time: Posted Today: R26110522# Are you a current UMass Memorial Health caregiver? Apply now through Workday.# # **Exemption Status:**Non-Exempt**Hiring Range:**$18.76 - $29.96**(based on a full...Full timePart timeWork at officeImmediate startRelocation packageMonday to FridayShift workDay shift$21 - $23 per hour
Overview Job Description Summary Provides accurate, complex, and confidential financial aid counseling to students, parents, and prospective families through in-person, phone, email, virtual, and walk-in office interactions. Applies comprehensive knowledge of federal regulations...Hourly payWork at officeMonday to Friday- ...Operations At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the world’s investible assets. Every day,...Work experience placementWork at officeWorldwideFlexible hours
The Bank of New York Mellon
Westborough, MA5 days ago - ...entrepreneurs, business leaders, and multigenerational families — and the advisors who serve them — exactly where they are. Today, Certuity... ...RIA Firm, and our advisors have been featured in Barron’s Top Financial Advisors.* Location: National Work Model : Flexible...Work at officeRemote workFlexible hours
Certuity
Worcester, MA3 days ago - ...Senior Financial Analyst – Operations & Manufacturing Finance We're partnering with a global, innovation-driven manufacturing organization that is looking to add a Senior Financial Analyst to its growing finance team. This is a highly visible opportunity for someone...
Larrastaff
Westborough, MA4 days ago - ...What you will do: Your upbeat and enthusiastic demeanor will shine as you engage with customers, providing them with valuable financial education and guiding them through our range of banking products and services tailored to their needs. A typical day will have you...Work at officeLocal area
North Easton Savings Bank
Hopedale, MA4 days ago $22.57 - $29.35 per hour
Job Summary: Proficiently perform teller function processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests, through account...Hourly payFull timeTemporary workPart timeFlexible hoursDay shiftNeedham Bank
Ashland, MA2 days ago- JPMorgan Chase & Co. in Framingham, MA is seeking a Private Client Advisor to support Chase Wealth Management. This full-time role focuses on delivering comprehensive financial planning, investment solutions, and client relationship management for individuals and families...Full time
- ...increased responsibilities in branch operations. You will not only be a trusted advisor to customers but also an essential part of the team, building lasting relationships through financial education and personalized solutions. This is the perfect opportunity for someone...Hourly payWork at officeLocal area
North Easton Savings Bank
Hopedale, MA1 day ago - TD Bank in Framingham, MA seeks a Financial Advisor for a three-year program to provide financial planning guidance and investment management solutions to TD Wealth clients. The FA will leverage experience to service complex client needs and help clients achieve goals across...Traineeship
- J.P. Morgan Wealth Management in Marlborough, MA is seeking a Private Client Advisor to deliver comprehensive financial planning and investment advice to individuals and families. You will build strong client relationships, provide personalized investment solutions, and...
- UMass Memorial Health Marlborough is seeking a Financial Counselor (CAC) to assess health coverage needs, determine eligibility for MassHealth, Qualified Health Plans, and Health Safety Net, and guide patients through the enrollment process. Under supervision, responsibilities...
$63k - $105k
...engagement activities to connect with clients and position PNC products to meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources. Applies product and procedural knowledge to identify, mitigate and...Full timeTemporary workPart timeWork experience placementWork at officePNC
Framingham, MA1 day ago- ...understanding of Finance and Accounting processes, including accounts payable, accounts receivable, general accounting, fixed assets, and financial planning and analysis, and supporting technologies Knowledge of leading practice Finance and Accounting solutions, shared service...Work at officeRemote work
$204.5k - $285k
Comprehensive Background Check Required Concentric Energy Advisors, Inc. ( ) (“Concentric”) is a leading management consulting and financial advisory firm focused on the North American energy industries. Concentric specializes in financial advisory assignments; market...Work at officeRemote workMonday to FridayFlexible hours2 days per week3 days per week- ...comprehensive benefits, including 100% employer‑paid medical, dental, vision, life, and disability insurance. Position Overview The Financial Analyst is responsible for ensuring the accuracy, completeness, and compliance of subcontractor and vendor invoices prior to...Contract workWork experience placementFor subcontractorWork at officeWorldwide
$65k - $80k
Responsible for understanding and interpreting Plant financial information and analysis, including actuals, plans, forecasts, and capital analysis. Take lead role in forecasting, planning, and project analysis. Assist with monthly closing, preparation of financial reports...Permanent employmentWork experience placementWorldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial aid Westborough, MA
- financial sales Westborough, MA
- finance financial Westborough, MA
- financial Westborough, MA
- senior financial analyst fp&a Westborough, MA
- financial banking Westborough, MA
- financial institutions Westborough, MA
- associate corporate finance
- morgan stanley financial advisor
- senior financial advisor